Dallas, United States
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
As the Manager of Advisor Transitions, you will play a key role in delivering a world-class wealth management experience for Farther advisors and clients as they transition into Farther. You’ll support that exceptional client experience by flawlessly executing the financial operations required for advisor & client onboarding. You will own the process as it exists today and grow the function to be more efficient, effective, and to an ever growing standard of excellence over time. This is an opportunity to have a huge impact – not just on the company, but on the entire wealthtech industry.
Responsibilities
Qualifications
Preferred